Group 1: Quantum Communication Breakthrough - The Inner Mongolia Telecom has launched China's first 400G quantum secure OTN dedicated line, marking a significant breakthrough in quantum communication applications [1][2] - The dedicated line spans over 2000 kilometers, connecting data centers in Anhui Hefei and Inner Mongolia Hohhot, achieving high-speed and high-security cross-regional computing interconnection [1] - This project integrates OTN optical transport network technology with quantum encryption technology, creating the industry's first 400G quantum secure OTN product, unifying "large bandwidth transmission" with "quantum-level security" [1] Group 2: Technological Highlights - The project features a super-converged architecture that redefines secure transmission paradigms [1] - It achieves full-stack domestic production, reinforcing the foundation of self-control [1] - The system has cross-domain scheduling capabilities, maximizing the potential of the computing network [1] Group 3: Power System Upgrade - Inner Mongolia Telecom's data center has upgraded its power system to support a national-level computing project, increasing the IT power supply capacity to 32MW [3] - The upgrade utilized Huawei's Power Module 3.0 solution, which saves 40% of distribution space and reduces installation time to two weeks [3] - The system operates with a link efficiency of 97.8% under the S-ECO mode, demonstrating enhanced power supply capability and energy efficiency [3] Group 4: Smart Forestry Initiative - Inner Mongolia Telecom is collaborating with Inner Mongolia Forest Industry Group to enhance information technology capabilities in forestry, promoting "smart forestry" and "digital forest industry" [4] - The project includes the construction of 290 base stations to improve communication coverage in forest areas, ensuring rapid response for emergency communications [4] Group 5: Ecological Monitoring and Management - Upgrades to high-altitude video monitoring and the implementation of drone patrol systems are underway, establishing a comprehensive monitoring network [6] - Eight core systems for emergency command, human resource management, smart tourism, and forest resource management have completed requirement confirmation and are in the development phase [6] - The initiative leverages cloud computing, IoT, and big data to support ecological protection, resource supervision, and industrial upgrades [8]

【#三大运营商eSIM手机业务全面落地##iPhoneAir国行如何办理eSIM业务#】据 C114 通信网今日报 道，中国电信获得工信部 eSIM 手机商用试验批复许可，eSIM 手机业务在国内 31 个省区市正式上市销 售。#联通获批eSIM手机运营服务商用试验# 中国联通、中国移动已经宣布正式获得开展 eSIM 手机运营服务商用试验的批复。苹果 CEO 库克今晚 突现抖音 Apple Store 直播间，宣布 iPhone Air 国行版将于 10 月 17 日（本周五）早 9 点开启预定，10 月 22 日（下周三）开售，售价 7999 元起。 根据官方此前公布的信息，iPhone Air 仅可通过 eSIM 激活运营商网络。在中国大陆，中国移动、中国 电信和中国联通将为产品提供 eSIM 支持，具体时间依监管部门审批情况而定。用户可以联系运营商确 认其对 eSIM 的支持情况。（IT之家） 中国电信在商用试验期间暂不开放线上方式办理 eSIM 手机业务，用户可持 eSIM 手机中国电信的各省 线下营业厅门店办理开通 eSIM 手机业务。 具体办理门店可拨打当地 10000 号客服电话进行咨询，也可通 ...

Core Insights - All three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services [1] Group 1: Company Developments - China Unicom was the first to receive approval in early September [1] - China Telecom and China Mobile received their approvals in October [1]

Core Insights - China Telecom and Samsung Electronics have launched the W26 smartphone, marking the 18th generation of their "Heart of the World" series since 2008, targeting high-end business users [2][4] - The customized smartphone market is limited, with operator channel shipments expected to reach 9.9 million units in the first half of 2025, accounting for 7.2% of the overall smartphone market in mainland China [2] - The trend of decreasing customized phones is driven by the popularity of all-network and dual-SIM technologies, leading to higher demands for flexibility and choice among consumers [2][5] Product Features - The W26 supports satellite communication, features a 200-megapixel wide-angle main camera, and weighs only 215 grams, along with AI experiences like "Instant Briefing" and "Meeting Assistant" [2] - The device is equipped with Samsung's One UI 8 and a multi-modal AI assistant, Bixby, which can execute complex voice commands and summarize documents [3] - The pricing for the W26 is set at 16,999 yuan for the 16GB+512GB version and 18,999 yuan for the 16GB+1TB version [4] Market Dynamics - The customized smartphone market has seen a shift from operator-exclusive models to all-network models combined with operator subsidy packages, indicating a need for deeper collaboration between manufacturers and operators [7][8] - The introduction of AI capabilities in customized phones is seen as a way to accelerate the development of new business opportunities, although the overall market remains small [6][7] - The W series, particularly with its unique design and exclusive user interface, aims to attract high-end business users while showcasing the need for innovative cooperation between telecom operators and smartphone manufacturers [8]

所谓eSIM就是嵌入式SIM卡（Embedded Subscriber Identity Module），是由全球移动通信协会（GSMA）制定的新一代SIM卡标准。是作为传统 SIM卡的升级形态，通过将通信功能集成于设备芯片，没有物理卡槽，实现远程配置运营商信息，具备灵活便捷、安全可靠、节省设备空间等优 势。 13日晚，中国移动也宣布，正式获得开展eSIM手机运营服务商用试验的批复，广大用户可前往中国移动营业厅办理eSIM手机业务，第一时间享受 更加便捷、灵活的通信体验，具体可登录中国移动APP查询办理网点信息。 同一天，中国电信也宣布获得工信部eSIM手机商用试验批复许可，eSIM手机业务在国内31个省区市正式上市销售。中国电信表示，在商用试验期 间暂不开放线上方式办理eSIM手机业务，用户可持eSIM手机中国电信的各省线下营业厅门店办理开通eSIM手机业务。 今天早些时候，中国联通宣布已经正式获得开展 eSIM 手机运营服务商用试验的批复，这一重要突破标志着中国联通在 eSIM 领域长达十年的技术 积累与实践探索取得里程碑式进展，也将为数字经济发展和终端连接创新注入新动能。 智通财经记者 周玲 eSIM手 ...

Group 1 - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services [1] - China Unicom was the first to obtain approval in early September, followed by China Telecom and China Mobile in October [1]

新京报贝壳财经讯（记者韦英姿）10月13日，中国移动（600941）、中国联通（600050）发文称，正式 获得开展eSIM手机运营服务商用试验的批复。另外，贝壳财经记者从中国电信（601728）方面了解 到，中国电信eSIM业务也正式开启。 中国电信提示称，办理条件包括：年满18周岁、名下未满5张电信卡、所有号码无欠费等。 中国移动则表示，广大用户可前往中国移动营业厅办理eSIM手机业务，具体可登陆中国移动App查询办 理网点信息。 目前中国联通的eSIM业务可通过网上预约办理。截至贝壳财经记者发稿时，联通eSIM业务预约通道页 面数据显示，在线已预约人数达68356人。 ...

Core Insights - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services, with China Mobile and China Unicom announcing this development [1][4][6] - Apple has officially announced that pre-orders for the iPhone Air will begin on October 17, with sales starting on October 22, which exclusively supports eSIM technology [1][6] Group 1: eSIM Technology Overview - eSIM is an electronic SIM card that can be downloaded to mobile devices, allowing users to activate cellular networks without a physical card, providing the same functionality as traditional SIM cards [1] - The introduction of eSIM technology is expected to enhance the seamless connectivity and collaborative capabilities across various devices, including smartphones, smartwatches, tablets, and automotive equipment [4][6] Group 2: China Mobile's Initiatives - China Mobile has been actively involved in the development and innovation of eSIM technology, participating in the formulation of GSMA eSIM international standards and focusing on domestic technology advancements [4] - The company aims to create a secure and efficient eSIM environment, promoting the widespread adoption of eSIM technology [4] Group 3: China Unicom's Progress - China Unicom has made significant strides in eSIM technology since 2015, achieving a milestone with the approval of eSIM mobile services, which completes its eSIM service ecosystem [6] - The company has adapted 75 devices for eSIM use, serving millions of users across various sectors, including consumer electronics and industrial connectivity [6] Group 4: Market Trends and Future Outlook - The global eSIM chip shipment is projected to reach 446 million units in 2023, indicating a growing trend in the adoption of eSIM technology across consumer electronics and IoT applications [8] - Major Chinese manufacturers like Huawei, Xiaomi, OPPO, and vivo are contributing to the growth of eSIM technology by launching devices that support this feature [8]

Group 1 - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services [1] - China Unicom was the first to receive approval in early September, followed by China Telecom and China Mobile in October [1]

Market Overview - On October 13, the communication services sector rose by 0.23% compared to the previous trading day, with Zhongjia Bochuang leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Zhongjia Bochuang (000889) closed at 3.79, up 5.87% with a trading volume of 650,500 shares and a transaction value of 239 million yuan [1] - Other notable performers included: - Sanwei Communication (002115) at 11.21, up 1.45% [1] - Putian Technology (002544) at 25.30, up 1.08% [1] - China Telecom (601728) at 6.83, up 1.04% [1] - China Mobile (600941) at 106.95, up 0.34% [1] Fund Flow Analysis - The communication services sector saw a net inflow of 32.29 million yuan from institutional investors, while retail investors contributed a net inflow of 36.6 million yuan [2] - Notable net inflows from individual stocks included: - China Unicom (600050) with a net inflow of 1.82 million yuan [3] - Putian Technology (002544) with a net inflow of 55.92 million yuan [3] - Conversely, significant net outflows were observed in: - China Telecom (601728) with a net outflow of 79.73 million yuan [3] - Zhongjia Bochuang (000889) with a net outflow of 8.71 million yuan [3]